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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,660 | $124,314+126.6% | $109,163+158.0% | $167,518+68.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 16.93% | 26.04%-9.1pp | 25.75%-8.8pp | 478.71%-461.8pp |
| Employer contribution / active EE | $884 | $4,209-79.0% | $3,723-76.3% | $4,838-81.7% |
| Participant deferral / active EE | $8,008 | $5,256+52.3% | $4,654+72.1% | $6,342+26.3% |
| Admin fee / account holder | $2,308 | $7,973-71.1% | $6,754-65.8% | $12,312-81.3% |